Welcome to in the Trenches MBA! In this video we are going to talk about how to organize your contact data in excel so you can put it to work for you. Our lists are the backbone of any business are you using yours effectively? Here is the first step.
If you need more help after this video feel free to go here http://bit.ly/3tasksfree to get some free advice on which one is best for your situation.
Get More Great Tips & Answers - Subscribe ➜ http://bit.ly/mcssubyoutube
Share this Video on Facebook, Your Blog, Websites and More!
Tell Us Your Business Pains and Get Your First Three Action Steps Here ➜ http://bit.ly/3tasksfree
Want a Question Answered or Want to Sponsor a Video?
Support the education of new and growing business owners with your donations here ➜ https://www.patreon.com/ittmba
Join the conversation in our Closed FB Group. Request an Invite Here ➜ http://bit.ly/InsiderInvite
Follow, Friend, Like or Be a Contributor
My Clone Solution Website https://myclonesolution.com
Brook Borup; Speaker, Educator, Implementor http://brookborup.com
Where Does This info Come From?
Business Cards (Networking) (0:25)
• Separate all your columns
Email Lists (Offline and Online) (0:32)
• Save email address to an address book
• Capture info from signature lines
• Website forms and opt-in opportunities
Client Lists (0:40)
• Targeting for more recurring services
• Notes about services purchased
• Notes about client experience
All This Info in One Place…(0:58)
Start with Excel While You “Get Cleaned Up”
- Standard Columns (across the top)
• First name
• Last Name
• Company Name
• Alternate Email
• Where did you meet
• Products Purchased
• Payment Method
• Social Media Links
• Assistant Name
• What other information do you collect? Make a Column for that